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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$13.9K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$12.8K +$3.51K +47 +43%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$11.8K
MCM
254
MAI Capital Management
Ohio
$10.1K +$9.2K +123 New
FFA
255
Farther Finance Advisors
California
$9.08K
VCM
256
Versant Capital Management
Arizona
$9.08K +$4.49K +60 +118%
PPC
257
Park Place Capital
Alabama
$8.51K
Canada Pension Plan Investment Board
258
Canada Pension Plan Investment Board
Ontario, Canada
$8.18K -$135K -1,800 -95%
DB
259
Danske Bank
Denmark
$8.18K -$44.9K -600 -86%
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.04K -$76.7K -1,026 -93%
AWM
261
Avior Wealth Management
Nebraska
$6.22K -$299 -4 -5%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$5.3K
PA
263
Parallel Advisors
California
$4.99K -$1.12K -15 -20%
RIL
264
Rothschild Investment LLC
Illinois
$4.91K +$2.99K +40 +200%
SCM
265
Sterling Capital Management
North Carolina
$4.01K
MCM
266
Manchester Capital Management
Vermont
$3.77K
W
267
WealthCollab
Washington
$3.68K
BA
268
Bellwether Advisors
Nebraska
$2.95K +$2.69K +36 New
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$2.13K
IA
270
IFP Advisors
Florida
$1.8K -$41.8K -559 -97%
HCP
271
Hexagon Capital Partners
Arkansas
$1.15K
JWA
272
JFS Wealth Advisors
Pennsylvania
$1.06K -$374 -5 -28%
CAL
273
Capital Advisors Ltd
Ohio
$1K
HWM
274
Hemington Wealth Management
Virginia
$1K +$598 +8 +57%
NA
275
NewEdge Advisors
Louisiana
$982